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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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  • Core Training: FBAC
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  • About Us
  • Core Training: FBAC
  • Find an Advisor
  • Become a Member
  • Resource Library
  • Training Calendar
  • Member Login
  • Member Account
  • Log Out

Materials

Media, presentations, and other marketing materials for Galliard Certified Advisors, Regional Collaborators, and Professional Premium members of the Galliard Family Business Advisor Institute (access is restricted).

Regional Collaborator Resources

Delivering the FBAC training

This page contains information and materials that Regional Collaborators need to deliver a Family Business Advisor Core Training with the Galliard Family Business Advisor Institute.

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Filed under: Materials, Resource Library

Family Business Beacon Archives

Lighting the Way for Family Business Owners

Family Business Beacon is a customizable newsletter that family business advisors can edit, brand, and send to clients.

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Read moreFamily Business Beacon Archives
Filed under: Materials, Professional Advisors, Resource Library

Galliard Certified Advisor Resources

Materials & guidelines for Newly Certified Advisors

Thank you for upholding the Galliard methodology in your important work with family businesses! We are proud to work with you.

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Filed under: Materials, Professional Advisors, Resource Library

Marketing Presentations

Build Your Practice!

We encourage advisors who have completed the Family Business Advisor Core (FBAC) training to use the "Family Business Matters" marketing presentation to share their family business expertise with interested audiences.

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Read moreMarketing Presentations
Filed under: Materials, Resource Library

Master Family Business Coaching Hotline

Coaching sessions with expert advisors

The Master Family Business Coaching Hotline offers one-hour online coaching sessions with expert advisors in the Galliard network, including Founder and Board Chair, Lisë Stewart.

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Read moreMaster Family Business Coaching Hotline
Filed under: Materials, Professional Advisors, Resource Library
Browse by topic: professional advisors

Book Feature: Fragile Power

group of people in conference room

Introducing Peer Groups

The Connected Generation with Nike Anani

Enterprising Families Podcast with Tsitsi Mutendi

Strengthen Your Brand, Build Your Business

Introducing our new partners

Explore more topic areas in the Resource Library.

Browse by topic: succession planning

Pre-Succession Planning Exercises

Succession for Yourself

Unsticking Succession Planning

Succession Planning Worksheet

Grief in the planning process

Unsticking Succession Planning

What if things didn’t change?

Explore more topic areas in the Resource Library.

Browse by topic: workforce management

Finding the Right People

Happiness in the Workplace

People problems rarely “work themselves out”

Honor the Contributions of Next-Generation Leaders

Ali and the Disappearing Generation

Leadership Transition: the Good, the Bad & the Ugly

Dealing With Emotional Issues in Choosing a Successor

Explore more topic areas in the Resource Library.

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